Berkadia Commercial Mortgage LLC

Senior Financial Analyst

Tampa, FL 33647In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong Excel modeling skills including VBA and complex formulas
  • Experience with data analytics in real estate
  • Detail-oriented with effective time management
  • Ability to understand client needs across various segments
  • Strong work ethic with ability to work autonomously
  • Effective team collaboration skills
  • Strong communication skills for data visualization
  • Proficiency in MS Office Suite and familiarity with Adobe Creative Suite preferred
  • 3-5 years of relevant experience

Responsibilities

  • Analyze P&L statements and rent rolls
  • Maintain databases tracking investment sales and construction activity
  • Present analyses and findings to clients when necessary
  • Review surveys and trends affecting the real estate market
  • Research and create market intelligence for marketing
  • Prepare visually compelling presentations of analysis results
  • Build relationships to identify team needs for market intelligence
  • Craft stories for deals based on market insights

Benefits

  • Paid volunteer hours and contribution matching
  • Employee Resource Groups for professional growth
  • Fertility and family planning services
  • Fully paid parental leave up to 12 weeks
  • Mental health care including free counseling
  • Tuition reimbursement for continued education
  • Discounts on pet insurance
  • And other generous benefits
Full Job Description
Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?

Berkadia's investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.

The Senior Financial Analyst will become an expert on market elements that impact Commercial Real Estate and perform in-depth financial analysis to evaluate Commercial Real Estate assets. The Senior Financial Analyst will assist the Investments Sales team with financial analysis and preparing market data to be utilized in various client-facing documents and presentations.

We Innovate to shape the future of CRE, so in this role you will:
  • Owns the process to breakdown and analyze P&L statements and rent rolls.
  • Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
  • Will occasionally present and support analyses to clients.
  • Review industry surveys and benchmarks, economic and demographic trends.
  • Actively research, writing, and proofing of market intelligence for marketing materials.
  • Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner.
  • Establish strong working relationships with the team to understand and identify their needs for market intelligence.
  • Utilize the market intelligence to craft the story for the deal.
  • Other duties as assigned.

We Stand for Excellence, so to achieve success in this role you should have:
  • Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
  • Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
  • Organized and highly detail-oriented; accustomed to allocating time to double-check work.
  • Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
  • Strong work ethic with the ability to work independently and deliver results with minimal supervision.
  • Ability to work effectively both as an individual and as part of a team are a must.
  • Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
  • Must be proficient in MS Office Suite (Outlook, Word, PowerPoint and Excel).
  • Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.
  • 3-5 years prior experience in a similar position

We believe People Matter, so we offer benefits that go beyond:
  • Monthly paid volunteer hours and donation matching to benefit our communities
  • Employee Resource Groups that help you grow with us
  • Fertility and family planning services
  • Up to 12-weeks of fully paid parental leave
  • Mental health care, including free counseling sessions:
  • We'll help you fund your learning journey with generous tuition reimbursement
  • Pet insurance discounts
  • And more!


Be the Next Big Thing. Be Berkadia.

#LI-DNI

Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.

In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact [email protected].

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.

About Berkadia Commercial Mortgage LLC

Berkadia Commercial Mortgage LLC is a leading commercial real estate finance company that provides mortgage banking, investment sales, and servicing solutions for multifamily and commercial properties. The company offers a wide range of financing options, including Fannie Mae, Freddie Mac, HUD/FHA, CMBS, life company, bridge, mezzanine, and preferred equity. Berkadia Commercial Mortgage LLC was founded in 2009 and is headquartered in Horsham, Pennsylvania.
Learn more about Berkadia Commercial Mortgage LLC
Size
1,500 employees
Industry
Founded
2009

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